How to transfer
Transferring your SIPP to Alliance Trust is simple. We accept transfers of cash or securities held in your existing plans, so you don't need to sell and then repurchase. We'll even make transferring a little easier by completing the paperwork and managing the transfer process on your behalf. Once we receive your transfer form, we'll do the rest for you.
Existing Alliance Trust customers
To transfer
a SIPP from
another
manager,
just download
and complete
the appropriate
form below.
EXISTING
CUSTOMERS NEW CUSTOMERS
By phone
Just call 0800 326 323 to request an application pack or to speak to a client adviser about the application process.
Contact an independent financial adviser
We don't provide financial advice. If you are unsure whether transferring your PEP is suitable for your circumstances, you should seek professional advice. The financial services authority maintains a register of authorised financial advisers. Their website address is www.fsa.gov.uk/Pages/register.
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RELATED DOCUMENTS
Existing
customers
Transfer
an
ISA
from
another
manager
PDF
New
customers
Transfer
an
ISA
from
another
manager
PDF